← Planview Leankit + Klaviyo integrations

Add Member To List with Klaviyo API on New Card Created In A Specific Lane from Planview Leankit API

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New Card Created In A Specific Lane from the Planview Leankit API
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Add Member To List with the Klaviyo API
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Getting Started

This integration creates a workflow with a Planview Leankit trigger and Klaviyo action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

  1. Select this integration
  2. Configure the New Card Created In A Specific Lane trigger
    1. Connect your Planview Leankit account
    2. Configure Polling interval
    3. Select a Board Id
    4. Select a Lane Id
  3. Configure the Add Member To List action
    1. Connect your Klaviyo account
    2. Select a List
    3. Select one or more Profile Ids
  4. Deploy the workflow
  5. Send a test event to validate your setup
  6. Turn on the trigger

Details

This integration uses pre-built, source-available components from Pipedream's GitHub repo. These components are developed by Pipedream and the community, and verified and maintained by Pipedream.

To contribute an update to an existing component or create a new component, create a PR on GitHub. If you're new to Pipedream component development, you can start with quickstarts for trigger span and action development, and then review the component API reference.

Trigger

Description:Emit new event when a card is created in a specific lane.
Version:0.0.1
Key:planview_leankit-card-created-in-lane

Planview Leankit Overview

Planview LeanKit API empowers users to automate and integrate their Kanban workflow management. With this API, you can programmatically access boards, cards, and related data to sync with other systems, trigger actions based on board updates, and extract analytics for reporting purposes.

Trigger Code

import common from "../common/base.mjs";

export default {
  ...common,
  key: "planview_leankit-card-created-in-lane",
  name: "New Card Created In A Specific Lane",
  description: "Emit new event when a card is created in a specific lane.",
  type: "source",
  version: "0.0.1",
  dedupe: "unique",
  props: {
    ...common.props,
    laneId: {
      propDefinition: [
        common.props.planviewLeankit,
        "laneId",
        ({ boardId }) => ({
          boardId: boardId.value,
        }),
      ],
      withLabel: true,
    },
  },
  methods: {
    ...common.methods,
    getFunc() {
      return this.planviewLeankit.listActivity;
    },
    validate(d) {
      return d.type === "cardCreated" && (d.data?.lane?.id === this.laneId.value);
    },
    getSummary(data) {
      return `Card '${data.data.card.title}' was created in the lane '${this.laneId.label}'`;
    },
  },
};

Trigger Configuration

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI and CLI.
LabelPropTypeDescription
Planview LeankitplanviewLeankitappThis component uses the Planview Leankit app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
Polling intervaltimer$.interface.timer

Pipedream will poll the Monday API on this schedule

Board IdboardIdstringSelect a value from the drop down menu.
Lane IdlaneIdstringSelect a value from the drop down menu.

Trigger Authentication

Planview Leankit uses API keys for authentication. When you connect your Planview Leankit account, Pipedream securely stores the keys so you can easily authenticate to Planview Leankit APIs in both code and no-code steps.

Planview requires users to enter the email and password they use for their Planview account in order to access their API programmatically. For more information, refer to the Planview documentation.

Pipedream recommends using a strong and unique password for your Planview account.

About Planview Leankit

Planview LeanKit enables organizations and teams to visually track and manage the flow of work from strategy to delivery in enterprise Kanban boards. Share a consolidated view of work priority and status – whether in the same room or distributed across the globe.

Action

Description:Add member to a specific list. [See the docs here](https://developers.klaviyo.com/en/v1-2/reference/add-members)
Version:1.0.0
Key:klaviyo-add-member-to-list

Klaviyo Overview

The Klaviyo API grants you the power to automate and personalize your email marketing efforts. With it, you can manage lists, profiles, and campaigns, track event-driven communications, and analyze the results. By leveraging this API on Pipedream, you can create intricate, automated workflows that respond in real-time to your users' behavior, sync data across multiple platforms, and tailor your marketing strategies to improve engagement and conversion rates.

Action Code

import { parseObject } from "../../common/utils.mjs";
import klaviyo from "../../klaviyo.app.mjs";

export default {
  key: "klaviyo-add-member-to-list",
  name: "Add Member To List",
  description: "Add member to a specific list. [See the docs here](https://developers.klaviyo.com/en/v1-2/reference/add-members)",
  version: "1.0.0",
  type: "action",
  props: {
    klaviyo,
    list: {
      propDefinition: [
        klaviyo,
        "list",
      ],
    },
    profileIds: {
      propDefinition: [
        klaviyo,
        "profileIds",
      ],
    },
  },
  async run({ $ }) {
    const { response } = await this.klaviyo.subscribeProfiles({
      listId: this.list.value,
      data: parseObject(this.profileIds)?.map(({ value: id }) => ({
        type: "profile",
        id,
      })),
    });

    $.export("$summary", `${this.profileId} successfully added to "${this.list.label}"!`);
    return response.data;
  },
};

Action Configuration

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI.

LabelPropTypeDescription
KlaviyoklaviyoappThis component uses the Klaviyo app.
ListliststringSelect a value from the drop down menu.
Profile IdsprofileIdsstring[]Select a value from the drop down menu.

Action Authentication

Klaviyo uses API keys for authentication. When you connect your Klaviyo account, Pipedream securely stores the keys so you can easily authenticate to Klaviyo APIs in both code and no-code steps.

About Klaviyo

Email Marketing and SMS Marketing Platform

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